49 Front Street East
At Perreira Hurly Wealth Advisory, we recognize that although clients may have similar financial themes, every client has their own unique situation. We take time to discover what your hopes, dreams, and wishes for the future are. After listening, we draw upon our experience, knowledge and common sense to create a roadmap for you, so you can live your life with direction, confidence, and peace of mind.
Perreira Hurly Wealth Advisory is a broadly resourced, boutique style service for select clients in Canada and the U.S.
Founded to meet the complex needs of executives, professionals and high-net-worth individuals and their families, we are committed to protecting and growing our clients wealth, and provide unbiased financial advice.
By working with us, you will gain an understanding of what your present situation is and the vision, guidance, and support needed to make informed decisions about your future life style and wishes.
Our clients are successful individuals focused on career, family and other quality aspects of their life. They are executives, professionals, business owners and community leaders who understand the importance of delegating and hiring the best people to help them achieve their personal goals.
A growing number of our clients have assets and families on both sides of the Canada/U.S. border, and we help them stay on top of the complexities and special requirements involved in cross-border finances.
We take a consolidated view of client assets and are committed to our fiduciary duty of putting our clients needs first. We devise an overarching plan to manage and grow client assets so as to achieve their financial goals, offering the flexibility and transparency of personalized, best in class investment solutions tailored to meet their needs.
We provide direct, personalized and professional advice. We help coordinate your financial affairs to simplify your life!
Utilizing sound planning and investment strategies along with common sense, we help clients achieve their retirement and estate planning objectives. Clients seek us out for expert advice to take charge of their finances. We help clients achieve clarity about their financial future with a well-conceived wealth management strategy.
|Investment Management||Cross-border Wealth Management|
|Financial Planning||Education Savings|
|Retirement Planning||Insurance - Risk Management|
|Estate Planning||Charitable Giving|
|Tax Planning||Wealth Management|
We work in conjunction with our internal experts and outside resources when necessary.
Bernardine has over 25 years of diverse business experience that includes specializations in financial planning and investment management.
She has nearly a decade of experience in the financial services industry, having worked with a bank-owned brokerage house, before establishing her own independent practice at Raymond James Ltd. Bernardine helps clients with their investments on both sides of the Canada/U.S. border, and is an Investment Advisor Representative and is Series 7 and Series 63 registered with Raymond James (USA) Ltd., a broker-dealer subsidiary registered with the US Securities and Exchange Commission and a member of the Financial Industry Regulatory Authority (FINRA), and Securities Investor Protection Corporation. A firm believer in continuing education, Bernardine obtained her Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations, and she is a registered representative with IIROC and also insurance licensed by FSCO.
Liz has over 25 years in the investment industry that includes institutional money management.
She worked as a Portfolio Manager for a pension fund and as a Pro Trader for a major bank. At D.S. Oxley and Associates Ltd., Liz oversaw the technical and fundamental analysis of fixed income and foreign exchange markets. Liz went on to be a Portfolio Manager with Aurion Capital Management/Shell Canada Pension Fund Management, where she was responsible for managing part of the fixed income portfolio and was part of a three person team which managed the equity portfolio. After a tremendous career managing institutional money, Liz turned her attention to working with private clients and assisting them with the management of their investments, working for a major bank-owned dealer before joining Bernardine and the independent arm of Raymond James. Liz is a registered representative with IIROC and also insurance licensed by FSCO. Liz continues to enhance her experience and expertise, and is currently working on attaining the designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
Bernardine and Liz share similar values in terms of giving back to the community. They take great pride in their community involvement and employ their unique skills and expertise to help many worthwhile causes and projects.
Bernardine served on Pride and Remembrance Association Board from 2009 to 2014. She is currently the President of the Pride and Remembrance Foundation.
Liz has been involved in many charitable community endeavours. Of note, Liz served as Co-Chair of Community One Foundation.
Bernardine Perreira with other Raymond James colleagues at the Daily Bread Food Bank Sorting Challenge
Raymond James Cares Month, No-Empty-Belly-Challenge – Bernardine Perreira and Liz Hurly with other office colleagues and their contributions to the Food Drive
06/29/2014 - Lacing up for the Annual Pride and Remembrance Run
05/03/2014 - Toronto Shoreline Cleanup hosted by The Conservation Council of Ontario
Raymond James (USA) Ltd.
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